Strategy May 2022 | Surrey Australian Equities Fund Investment

May 2022 was the 4 year anniversary of The Surrey Australian Equities Fund (SAEF).   Despite the large market volatility since that time, the SAEF has returned +5.66% per annum after all fees and excluding franking credits relative to the Small Ordinaries Accumulation Index (XSOAI) +4.64%.  After all fees, our three-year annual gains now total +7.40% per annum exceeding the XSOAI +5.50% per annum. You can access May 2022, Investment Strategy Update here

Irrespective of the market volatility and often a separation between share prices and actual underlying value as we measure it, we will continue to maintain our focus on risk-adjusted returns even if this comes at the expense of short term more speculative upside.

If any investor would be interested in discussing the Funds’ performance in further detail, we would be more than happy to accommodate, please contact us here to register your interest.

The Fund is open to new investors, links to the Information Memorandum and applications are via the links below. Applications for new and existing investors are now paperless and can be made online.

Thank you for your ongoing interest.


Nick Maclean & Michael Woolhouse

Directors & Portfolio Managers

Surrey Asset Management

Email: Mobile: 0425 726 305

Email: Mobile : 0409 145 645